Final 1.3 now available

Our March 2025 update brings powerful tools for managing customers, inventory, and payments more efficiently. With customizable customer lists, improved stock management, and new payment processing options, you can streamline tasks and enhance control over your business operations. Explore the new features designed to simplify management and boost productivity.

Customer Data & Actions

Customers are now fully integrated into the builder, making managing and displaying their data dynamically easier. You can now access essential customer details such as first name, last name, full name, address, email, and phone number as dynamic data points, which can be used throughout the system.

A new Customer List element has been introduced. This allows you to display customer data dynamically in a repeater list format. You can apply filters to refine this list based on specific criteria, such as:

• Customers who were created at a specific outlet
• Customers who have ever been active at the current outlet
• Customers who have engaged in any activity within the past 12 months
• Customer sources, such as WooCommerce, Purchase Orders, or all sources combined

A search function has been added to make customer management more efficient, allowing you to quickly find customers by name, email, phone number, or other available filters.

Customer-related actions

Additionally, we have introduced customer-related actions, which allow you to directly interact with customer data. These actions include:

• Creating a new customer profile
• Editing an existing customer’s information
• Adding notes to a customer’s record
• Adding a customer to a sale
• Removing a customer from a sale

These enhancements provide more flexibility when working with customer data, making it easier to manage interactions and sales.

Context Sections

A new feature called Sections has been introduced, allowing you to work with selected items from lists or grids. Instead of dealing with entire lists at once, you can now focus on a single product, customer, or order by selecting it and working with its specific details.

For example:

• A Product Section will display details for a single product selected from a product list or grid, rather than showing every product at once.
• A Customer Section will focus on a single customer, making it easier to display personalized information and interactions.
• An Order Section will allow you to isolate and display details of a specific order rather than a full order history.

This feature makes it easier to create organized, structured pages that display relevant information without cluttering the interface.

Smarter Dynamic Data Handling

Dynamic data has been improved to better understand its context, making it more intuitive and efficient. Previously, dynamic data behaved the same way regardless of where it was placed, sometimes leading to confusion. Now, its behaviour adjusts based on where it is used.

For example:

• If you place a product name in the base layer, it will have no specific meaning because no product is being referenced.
• If you place a product name inside a Product List, it will automatically repeat for every product in the store.
• If you use a Product Section, the product name will specifically refer to the selected product from the list or grid.
• If you are in an Order Detail page within a Customer Section, the product name will automatically refer to the product that the customer purchased in that order.

This improvement makes working with dynamic data much more streamlined, reducing the need for manual setup and ensuring that data remains relevant to its placement.

Stock Manager

A Stock Manager has been added to the Hub, providing several new inventory management features. This update makes it easier to track and control stock levels across different outlets.

The new stock management tools include:

• Stock Transfer – This allows you to transfer products between outlets, ensuring that inventory is distributed efficiently across locations.
• Receive Stock – When a stock transfer is in progress, the receiving outlet can confirm and accept the incoming stock.
• Bulk Stock Update – This feature allows you to filter products and perform large-scale stock recounts. This is especially useful for cycle counting, ensuring that inventory records remain accurate over time.

To simplify inventory management further, you can now export product stock levels as a CSV file, edit them offline, and then re-import the updated data. This is useful for making bulk adjustments without manually updating each product one by one.

New Hub Extensions

To extend functionality even further, three new extensions have been added to the Hub, giving you access to additional features:

Vendara Payments

Vendara is leveraging the strong infrastructure of payment technology and support systems built over the last 15 years. This extension simplifies payment processing, allowing you to accept debit and credit card payments directly into your Vendara account.

Stock Transfers

Stock Transfers is a Hub extension that adds several useful inventory management features to your management dashboard. Use the Receive Stock feature to add products to your Outlet inventory in bulk.

For multi-location businesses, the Transfer Stock feature makes it easy to move inventory between Outlets. When a transfer is created at one Outlet and product stock is reduced, the intended recipient Outlet sees a pending transfer to be accepted when the physical shipment arrives.

Final Pay

A new payment processing extension that allows for seamless in-person card transactions.

Final Pay supports Tap to Pay on NFC-equipped devices, turning compatible devices into payment terminals without requiring additional hardware. If you prefer dedicated payment terminals, Final Pay also works with BBPOS WisePad 3, BBPOS WisePOS E, Stripe Reader M2, and Stripe S700.

To help you manage payments more efficiently, Final Pay includes an integrated payment dashboard, where you can track transactions, view payouts, and monitor financial performance. It also features a 7-day rolling payout cycle, ensuring steady cash flow, and a transparent blended processing rate for simple and cost-effective payment acceptance.

Transactions in the Native App

A Transaction Page has been added inside the Native App, providing a centralized location for tracking payment activity.

This page allows you to monitor:

• Card transactions, including card type
• Cash payments
• Refunds
• Sales History

The Transaction Page consolidates this information in one place, making it easier to review payment records and ensure accuracy in sales reporting.

Summary

This update introduces several key improvements:

• A more customizable customer management system, including dynamic customer lists, search, filtering, and actions.
• Sections for better handling selected items from lists and grids ensure that data remains focused and contextual.
• Smarter dynamic data handling, which adapts to its location for improved efficiency.
• A new Stock Manager, with tools for stock transfers, receiving stock, and bulk inventory recounts.
• Three new extensions in the Hub, including Vendara Payments, Stock Transactions, and Final Pay, providing enhanced payment processing and stock management capabilities.
• A Transaction Page in the Native App for a clear overview of all payments and sales activities.

These updates aim to streamline workflows, improve automation, and provide better control over customer data, inventory, and payments. If you have any feedback or questions, let us know.